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JD Financial Services

Latest statistics and disclosures from JD Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are EPS, AGGY, QQQ, SPDW, RSP, and represent 45.28% of JD Financial Services's stock portfolio.
Added to shares of these 10 stocks: XLE, DTD, SHAG, DGS, KBWB, DLS, DGRW, DON, EPS, SPDR DJ Wilshire Small Cap.
Started 6 new stock positions in TMDIF, KBWB, DGS, SHAG, XLE, UMBF.
Reduced shares in these 10 stocks: SPTI, XLP, QQQ, XLRE, IDLV, RSP, SPEM, XSOE, , AGGY.
Sold out of its position in SPYV.
JD Financial Services was a net buyer of stock by $8.9M.
JD Financial Services has $121M in assets under management (AUM), dropping by 10.70%.
Central Index Key (CIK): 0001840561

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Portfolio Holdings for JD Financial Services

JD Financial Services holds 39 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree U S Largecap Etf Large US Bl Eq (EPS)	11.7	$14M	+3%	281k	50.36	View chart
Wisdomtree Yield Enhanced Us Aggregate Bd Fd Etf Int Long Hi Qual US Bond (AGGY)	10.7	$13M		252k	51.68	View chart
Invesco Qqq Etf Large US Gro Eq (QQQ)	8.0	$9.7M	-10%	24k	397.84	View chart
Spdr Portfolio Developed World Ex-us Etf Large For Eq (SPDW)	7.5	$9.1M		249k	36.48	View chart
Invesco S&p 500 Equal Weight Etf Large US Bl Eq (RSP)	7.4	$9.0M	-6%	55k	162.74	View chart
Wisdomtree U S Mid Cap Dividend Etf Mid Cap US Val Eq (DON)	6.7	$8.1M	+11%	182k	44.36	View chart
Wisdomtree Trust Us Div Grwth Fund Large US Bl Eq (DGRW)	6.5	$7.9M	+14%	120k	65.86	View chart
Wisdomtree Emerging Mkts Ex State Owned Enterprises Etf Emerging Markets Equity (XSOE)	5.8	$7.0M	-3%	190k	36.85	View chart
Wisdomtree U S High Yield Corp Bond Etf Int Long HY Bond (QHY)	5.1	$6.2M	+3%	118k	52.47	View chart
Wisdomtree Intl Small Cap Dividend Etf Small For Eq (DLS)	4.9	$5.9M	+27%	80k	73.66	View chart
Wisdomtree U S Total Dividend Etf Large US Val Eq (DTD)	4.1	$5.0M	+108%	78k	64.74	View chart
Spdr Series Trust S&p 600 Small Cap Etf Small US Bl Eq	3.6	$4.4M	+10%	44k	99.41	View chart
Sector Energy Select Sector Spdr Etf Sector (XLE)	3.0	$3.7M	NEW	66k	55.50	View chart
Wisdomtree Mortgage Plus Bond Etf Int Long Hi Qual US Bond (MTGP)	1.8	$2.1M	+7%	42k	50.25	View chart
Wisdomtree Yield Enhanced U S Short Term Aggregate Bd Etf Short Int Hi Qual US Bond (SHAG)	1.6	$2.0M	NEW	39k	50.51	View chart
Wisdomtree Emerging Markets Small Cap Dividend Etf Emerging Markets Equity (DGS)	1.6	$2.0M	NEW	37k	52.91	View chart
Wisdomtree Trust Emerging Markets Local Debt Fund Em Mkt Bond (ELD)	1.6	$2.0M	+9%	65k	29.97	View chart
Invesco Exchange Kbw Bk Etf Sector (KBWB)	1.6	$1.9M	NEW	28k	67.85	View chart
Spdr Intermediate Term Treasury Etf Int Long Hi Qual US Bond (SPTI)	1.5	$1.8M	-46%	55k	32.05	View chart
Sector Consumer Staples Select Sector Spdr Etf Sector (XLP)	0.9	$1.1M	-57%	14k	77.14	View chart
Apple Large US Bl Eq (AAPL)	0.6	$716k	-4%	4.0k	177.62	View chart
Ishares Core S&p 500 Etf Large US Bl Eq (IVV)	0.4	$517k	-4%	1.1k	476.94	View chart
Invesco S&p Intl Developed Low Volatility Etf Large For Eq (IDLV)	0.3	$381k	-69%	12k	31.93	View chart
Spdr Series Trust S&p 600 Small Cap Value Etf Small US Val Eq (SLYV)	0.3	$337k	-5%	4.0k	84.78	View chart
Procter & Gamble Large US Bl Eq (PG)	0.3	$311k		1.9k	163.51	View chart
Select Sector Tr Real Estate Spdr Etf Real Est Inv Trust (XLRE)	0.2	$303k	-75%	5.8k	51.86	View chart
Vanguard Mid Cap Etf Mid Cap US Bl Eq (VO)	0.2	$279k		1.1k	254.79	View chart
Verizon Communications Large US Val Eq (VZ)	0.2	$278k		5.4k	51.94	View chart
Global X Nasdaq 100 Covered Call Etf Tactical (QYLD)	0.2	$276k	-6%	12k	22.22	View chart
Spdr Series Trust S&p 400 Mid Cap Value Etf Mid Cap US Val Eq (MDYV)	0.2	$256k		3.6k	71.11	View chart
At&t Large US Val Eq (T)	0.2	$250k		10k	24.60	View chart
Spdr Portfolio Emerging Markets Etf Emerging Markets Equity (SPEM)	0.2	$249k	-61%	6.0k	41.45	View chart
Ishares Core Msci Eafe Etf Large For Eq (IEFA)	0.2	$230k	-7%	3.1k	74.60	View chart
Amazon.com Large US Gro Eq (AMZN)	0.2	$223k	+6%	67.00	3328.36	View chart
Ishares Russell 2000 Etf Small US Bl Eq (IWM)	0.2	$220k	-7%	988.00	222.67	View chart
Raytheon Technologies Corp Large US Val Eq (RTX)	0.2	$213k		2.5k	85.99	View chart
Umb Financial Corp Small US Bl Eq (UMBF)	0.2	$200k	NEW	1.9k	106.27	View chart
Invesco Optimum Yld Diversified Commodity Str K1 Etf Commodity (PDBC)	0.1	$174k	-50%	12k	14.08	View chart
Titan Medical Small US Bl Eq (TMDIF)	0.0	$11k	NEW	18k	0.61	View chart

Past Filings by JD Financial Services

SEC 13F filings are viewable for JD Financial Services going back to 2020

JD Financial Services 2021 Q4 filed Feb. 11, 2022
JD Financial Services 2021 Q3 filed Nov. 16, 2021
JD Financial Services 2021 Q2 filed Aug. 16, 2021
JD Financial Services 2021 Q1 filed May 18, 2021
JD Financial Services 2020 Q4 filed Feb. 16, 2021

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